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Financial Life Planners’s iShares MSCI EAFE ETF EFA Stock Holding History

Financial Life Planners’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$174K Buy
1,677
+26
+2% +$2.67K 0.11% 66
2026
Q1 		$160K Buy
+1,651
New +$165K 0.12% 62
2025
Q4 		– Sell
-1,622
Closed -$151K – 136
2025
Q3 		$151K Buy
+1,622
New +$147K 0.1% 67
2025
Q2 		– Sell
-23,839
Closed -$1.95M – 60
2025
Q1 		$1.95M Sell
23,839
-14,419
-38% -$1.16M 1.9% 11
2024
Q4 		$2.89M Buy
+38,258
New +$3.03M 2.42% 9

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Financial Life Planners's EFA Position: Q2 2026 in Review

Financial Life Planners increased its iShares MSCI EAFE ETF (EFA) stake by 1.6% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,677 shares worth $174K. The position accounts for 0.11% of the portfolio, ranked #66.

Financial Life Planners first reported a position in EFA in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.89M in Q4 2024. 1,132 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Financial Life Planners held 1,677 shares of iShares MSCI EAFE ETF worth $174K as of Q2 2026.
  • Financial Life Planners bought 26 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $2.67K.
  • iShares MSCI EAFE ETF made up 0.11% of Financial Life Planners's portfolio in Q2 2026, its #66 holding.
  • Financial Life Planners first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • Financial Life Planners's iShares MSCI EAFE ETF position peaked at $2.89M in Q4 2024.
  • 1,132 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.